PTC
AVDX

Petrus Trust Company’s AvidXchange AVDX Stock Holding History

Petrus Trust Company’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,342
Closed -$295K – 593
2024
Q3 		$295K Buy
36,342
+12,314
+51% +$116K 0.03% 412
2024
Q2 		$290K Buy
24,028
+12,395
+107% +$142K 0.03% 447
2024
Q1 		$153K Buy
+11,633
New +$140K 0.01% 596
2023
Q4 		– Sell
-41,167
Closed -$390K – 604
2023
Q3 		$390K Hold
41,167
– – 0.04% 277
2023
Q2 		$427K Buy
41,167
+24,981
+154% +$225K 0.05% 219
2023
Q1 		$126K Buy
+16,186
New +$156K 0.02% 510

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petrus Trust Company's AVDX Position: Q4 2024 in Review

Petrus Trust Company sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 36,342 shares — an estimated $295K sold.

Petrus Trust Company first reported a position in AVDX in Q1 2023 and held it in 6 quarters. The position peaked at $427K in Q2 2023. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

  • Petrus Trust Company reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 36,342 AvidXchange shares in Q4 2024, an estimated $295K.
  • Petrus Trust Company first reported a position in AvidXchange in Q1 2023 and held it in 6 quarters.
  • Petrus Trust Company's AvidXchange position peaked at $427K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.